Retirement Plans. Long-term confidence starts today.

Retirement plans don’t have to be complicated. You don’t have to wonder if everything in a plan package is really in your best interest. It’s simple. Partner with Christensen Group. As an independent advisor, we serve you and you alone instead of an external financial brand or product. We’re plan design specialists, connecting you to exactly what you need without relying on standard vendor options. Whether you’re looking for more robust 401(k) options or you want to explore executive benefit alternatives, the approach you’ll get is customized, continuous, and disciplined with regular benchmarking.

Our clients have come to appreciate our custom designed advisory services because we are:

  • Independent: We serve only our clients, not any particular financial “brand” or product. You can rest assured that we are always acting in your best interest.
  • Service-focused: Clients experience outstanding personal service and expertise which earns us an unquestioned reputation as a trusted advisor.
  • Process-oriented: A customized, continuous, disciplined approach that identifies both your destination and the right path to achieving your goals.

Ross Dahlof, Senior Vice President, was recently named one of PLANADVISER’s Top 100 Retirement Plan Advisers in 2014 and 2016.

 

Contact our Retirement Plan Professionals

Corporate Retirement Plans

  • 401(K) Plans
  • 403b Plans
  • Profit Sharing
  • Non-Qualified Plans
  • Deferred Compensation
  • Fringe Benefits
  • Defined Benefit

Corporate Retirement Plan Resources

 

Briefcase


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×Securities and Investments Advisory Services may be offered through Kestra Investment Services, LLC (NFP), Member FINRA/SIPC. Christensen Group is a member of Highland Capital Brokerage, an affiliate of Kestra. Kestra Investment Services and Christensen Group are not affiliated. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Investment Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC Compliance Department at 512-697-6000.